We Welcome New Clients, Frequently Asked Questions


What to Expect

For appointments, we ask new clients to bring a copy of their most recent tax return, a photo ID, and if they want direct deposit bring something showing their bank routing number and account number to the appointment.

The Appointment

Most tax services are by appointment, but drop offs and walk ins are welcome. We ask people dropping off their return to provide a contact telephone number with their paperwork. We ask that walk-ins call ahead to prevent an extended wait for services

At the Appointment

Most appointments run between 45 and 90 minutes.

Paperwork is reviewed, prepared and discussed with the client If all documents and information is available at the appointment, the tax return is finished and “locked in” for electronic filing. Client documents are returned. Client is given a paper copy of the tax return for their records.

If both people can’t be at the appointment (e.g. Married Filing Joint return) then return is prepared and the person at the appointment is given a paper copy of the return with the electronic filing permission slip (Form 8879). Both sign and return the form to the office either by fax or mail. No second trip or appointment is necessary.

Appointments Don’t Work For Me

Do you work for the Railroad or EMS? Single Parent? Life is crazy. We understand. Consider the drop off or Walk in options . . .If dropping off your tax papers, please provide a telephone number with your paperwork for questions. If walk-in appointment, please call ahead to prevent an extended wait for tax service.

I’m Not Available When You’re Open

We have 24 hour drop off available via a locked secure paperwork drop. If you choose to drop off your paperwork via drop box, please provide a contact telephone number in your paperwork for questions


Returns are a “package deal” and include Federal, State, and one local return with FREE electronic filing. If additional local returns are required (e.g. School District & a City), there will be an additional charge. Rates start as low $40.00 If you are concerned about the preparation fee, please contact us to discuss your needs

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